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W.P. Carey

813 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 295 increasing their positions, 281 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76.9M
Puts
$31.7M
Net Calls
Net Calls Change

Top Buyers

1 +$205M
2 +$68.2M
3 +$43.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$33.3M
5
SSA
Schonfeld Strategic Advisors
New York
+$28.7M

Top Sellers

1 -$168M
2 -$51.4M
3 -$37.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.1M
5
EIC
Equity Investment Corp
Georgia
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
AE Wealth Management
Kansas
$713K
NB
377
Norinchukin Bank
Japan
$706K
M&T Bank
378
M&T Bank
New York
$705K
GIBU
379
Gulf International Bank (UK)
United Kingdom
$702K
AWM
380
Accel Wealth Management
Iowa
$692K
IMCOOI
381
Investment Management Corp of Ontario (IMCO)
Canada
$692K
AFG
382
Atomi Financial Group
New York
$692K
LSWP
383
Liberty Square Wealth Partners
Pennsylvania
$689K
DCM
384
Dudley Capital Management
Virginia
$688K
MSRPS
385
Maryland State Retirement & Pension System
Maryland
$684K
GRP
386
Global Retirement Partners
California
$681K
DFG
387
Demars Financial Group
Washington
$672K
WA
388
WESPAC Advisors
California
$669K
IWM
389
IHT Wealth Management
Illinois
$668K
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$667K
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$662K
TI
392
Tidal Investments
Wisconsin
$660K
CWM
393
C2C Wealth Management
Arizona
$657K
PFPT
394
Pinnacle Financial Partners (Tennessee)
Tennessee
$656K
MC
395
Machina Capital
France
$654K
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$649K
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$649K
OPA
398
Old Port Advisors
Maine
$640K
SAW
399
Signal Advisors Wealth
Michigan
$638K
HH
400
Hilltop Holdings
Texas
$634K